Gary Lewis McPherson, II, CPFA

Gary L. McPherson II is the Owner of McPherson Financial Partners (MFP) and MFP Retirement (MFPR). Gary has been in the financial services industry for over 18 years. Gary is a Certified Plan Fiduciary Advisor (CPFA). Gary has a bachelor’s degree from the University of Pittsburgh in Psychology and a bachelor’s degree from Towson University in Business Management with a minor in Financial Planning. Gary joined Cambridge Investment Research in 2013. Gary’s process for Businesses includes fiduciary oversight, plan design, and employee advice. Gary’s process for individuals helps them navigate the challenges of financial planning, the investment markets, and lifetime income planning.

Gary’s financial services career began in 2002, at an alternative investment group, as the assistant. Fund Administrator, managing public and private funds. He briefly worked at PenFed Credit Union, through CUSO Financial Services, where he assisted a financial advisor working with military and former military members with their financial security. In 2008, he became FINRA registered and continued his career by partnering with a veteran financial advisor of a large insurance organization. Gary focused on financial planning, investments, and retirement plans for companies. The retirement plans were with for-profit and non-profit companies.

Gary and his wife, Amy, live with their two children in Concord, NC. They are actively involved in Cabarrus County, NC, community and the local Jewish community.

Licenses and Registrations

• Life and health insurance licenses.
• FINRA Series 6, 7, 63, and 65*
• *Securities registered through Cambridge Investment Research 

Education

• Bachelor of Science degree, Towson University, 2006
• Bachelor of Science degree, University of Pittsburgh, 1999

Awards and Professional Activities

• Board Member, Spirit Club Foundation, April 2021-Present
• Certified Plan Fiduciary Advisor (CPFA®) from NAPA, Retirement Plan Academy, June 2018
• Co-Author, “Remarkable Retirement, Volume 2.” p.117-132, Amazon, June 2018
• Featured Interviewee, “It’s Not Your Parent’s Retirement,” Impact Maker’s Radio with Stewart Alexander, May 2018
• Volunteer, Financial Literacy Trainer, “JA Economics for Success,” Junior Achievement, Feb. 2018
• Volunteer, Financial Literacy Trainer, Teaching Financial planning to Student-Athletes and Pro Athlete
• Alumni of Watkins Award, Feb. 2014 – 2018
• Volunteer, Financial Literacy Trainer, Teaching Financial planning to young adults with special needs, Apr. 2019 – Present